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电池材料龙头,再签50亿元大单
DT新材料·2025-05-09 14:42

Group 1 - Longpan Technology announced a strategic cooperation agreement with Chuaneng New Energy for the sale of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2029, with total sales expected to exceed 5 billion yuan [1] - Longpan Technology has previously secured significant contracts, including a deal with Blue Oval for the sale of lithium iron phosphate materials valued at up to 7 billion yuan and an agreement with CATL for a supply limit of 7 billion yuan [1] - In February 2024, Longpan signed a long-term supply agreement with LG Energy, increasing the supply volume from 160,000 tons to 260,000 tons, with a total value close to 10 billion yuan, marking the largest single transaction in the lithium iron phosphate sector in 2024 [1] Group 2 - Longpan Technology, established in 2003 and listed on the Shanghai Stock Exchange in 2017, has expanded to the Hong Kong Stock Exchange in 2024, focusing on green energy and materials [2] - The company ranks among the top three in domestic market share for lithium iron phosphate materials, holding a 6.5% share of the global market in 2023, with production bases in Jiangsu, Tianjin, and Indonesia [2] - In 2024, Longpan reported a revenue of 7.673 billion yuan, a year-on-year decrease of 12.1%, with a net loss of 636 million yuan, although the loss narrowed compared to previous periods [2] Group 3 - Wuhan Chuaneng New Energy, established in 2021, focuses on electrochemical energy storage and battery systems, with a total investment exceeding 137.5 billion yuan and a production capacity target of over 400 GWh [3] - The company has become one of the top seven global players in energy storage battery shipments, with over 20 GWh of storage products shipped in 2024 [3]